• TG Therapeutics recently reported preliminary results indicating BRIUMVI U.S. net product revenue of about US$182 million for the fourth quarter of 2025 and approximately US$594 million for the full year, contributing to an estimated US$616 million in total global 2025 revenue.
• The company also issued 2026 guidance targeting about US$875–900 million in global revenue, with BRIUMVI U.S. net product revenue expected to account for roughly US$825–850 million, underscoring how central this therapy has become to its commercial profile.
• With this new 2026 revenue guidance centered on BRIUMVI’s contribution, we’ll examine how the update shapes TG Therapeutics’ investment narrative.

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What Is TG Therapeutics' Investment Narrative?

To own TG Therapeutics today, you really have to believe BRIUMVI can remain the engine of both revenue and earnings, while the broader pipeline and balance sheet keep that story resilient. The latest preliminary 2025 numbers and 2026 revenue target, with BRIUMVI responsible for the vast majority of sales, reinforce how concentrated the business has become around a single commercial asset. On the positive side, consistently raised guidance through 2025 and the new US$875–900 million 2026 target support the idea that management’s growth ambitions are not purely theoretical and may influence near term sentiment and valuation. At the same time, this update also sharpens the main risks: product concentration, competitive MS therapies, pricing pressure, and execution on guidance now sit even closer to the core investment thesis.

However, investors should also consider how dependent these targets are on a single therapy. TG Therapeutics' shares have been on the rise but are still potentially undervalued. Find out how large the opportunity might be.

Exploring Other Perspectives

Seven fair value estimates from the Simply Wall St Community span roughly US$15 to over US$130 per share, reflecting very different expectations for BRIUMVI’s trajectory. When you set that spread against the new 2026 revenue guidance and the rising dependence on one product, it becomes clear that understanding both concentration risk and execution on those targets is critical before forming a view on TG Therapeutics’ longer term performance.

Explore 7 other fair value estimates on TG Therapeutics - why the stock might be worth over 4x more than the current price!

Build Your Own TG Therapeutics Narrative

Disagree with this assessment? Create your own narrative in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your TG Therapeutics research is our analysis highlighting 4 key rewards and 1 important warning sign that could impact your investment decision.
• Our free TG Therapeutics research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate TG Therapeutics' overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.